Mitchell McLeod Pugh & Williams’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $925K | Hold |
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|
2024
Q1 | $955K | Sell |
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|
2023
Q4 | $914K | Hold |
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|
2023
Q3 | $842K | Hold |
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|
2023
Q2 | $897K | Hold |
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|
2023
Q1 | $905K | Sell |
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|
2022
Q4 | $917K | Sell |
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|
2022
Q3 | $822K | Hold |
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|
2022
Q2 | $875K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $843K | Sell |
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|
2021
Q2 | $878K | Hold |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $749K | Hold |
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|
2020
Q3 | $654K | Sell |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $577K | Hold |
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|
2019
Q4 | $776K | Hold |
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|
2019
Q3 | $741K | Hold |
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|
2019
Q2 | $728K | Sell |
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|
2019
Q1 | $720K | Hold |
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|
2018
Q4 | $648K | Hold |
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|
2018
Q3 | $708K | Sell |
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|
2018
Q2 | $764K | Sell |
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|
2018
Q1 | $780K | Hold |
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|
2017
Q4 | $808K | Hold |
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|
2017
Q3 | $781K | Sell |
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|
2017
Q2 | $826K | Hold |
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|
2017
Q1 | $818K | Sell |
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|
2016
Q4 | $795K | Hold |
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|
2016
Q3 | $784K | Hold |
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|
2016
Q2 | $780K | Hold |
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|
2016
Q1 | $743K | Hold |
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|
2015
Q4 | $684K | Hold |
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|
2015
Q3 | $670K | Sell |
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|
2015
Q2 | $1.26M | Sell |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $1.18M | Buy |
|